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D365 Sales Order Comparison to Customer Purchase Order for Internal Controls

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Posted on by JH-05061837-0

Does anyone have recommendations for automating the customer purchase order review against D365 sales order process? We need to compare the price, quantity and product requested on our customer's PO to the price, quantity and product entered into our D365 sales order to that customer. Today, we attached a hard copy of the customer's PO to the sales order. The review is manual and time consuming. We also do not have a way to capture approval for changes made that deviate from the customer's PO. Any suggestions?

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Sohail Ahmed 2,685 on at

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D365 Sales Order Comparison to Customer Purchase Order for Internal Controls

You can automate this by creating a custom table or model-driven app to store customer PO details in Dataverse, then use Power Automate to compare it with the Sales Order in D365 Sales. Set up business rules or flows to flag discrepancies in price, quantity, or product, and route them for approval using Power Automate approvals. This avoids manual checks and gives you an audit trail.

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Martin Dráb 233,908 Most Valuable Professional on at

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D365 Sales Order Comparison to Customer Purchase Order for Internal Controls

Which D365 product are you using? The D365 brand covers quite a few things, such as Finance and Operations, Business Central or Customer Engagement.